Loan Request Information
Loan Purpose:
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home
purchase, property indentified
home
purchase, still looking for property
refinance
debt consolidation
cash back
home improvement
Type of Loan Requested:
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1st mortgage
home purchase
1st
mortgage refinance - no cash back
1st
mortgage refinance - cash back
2nd mortgage
home equity loan
home
equity line of credit
125% no equity
loan
Requested Loan Amount:
$
When do you need this loan?
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immediately
10-20 days
21-30 days
31-60+ days
no time frame
Which statement best describes your current loan
needs?
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I
have not contacted a lender
I
need to talk with a mortgage expert and discuss
my options
I
am looking for a lender and comparing loans
I
am currently working with a lender, but looking
at other loan options
I
am currently working with a lender, but dissatisfied
with the service
Property Information
Subject Property Address
(if home purchase, your current address)
Subject Property is a:
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house
condominium
townhouse
2-4 plex
manufactured home
mobile home
other
(if home purchase, please choose what you're interested
in)
Current Property Value:
$
(for home purchase, please enter sales price)
If home purchase, choose % amount of down payment:
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Not Applicable
0%
3%
5-10%
11-20%
21-30%
30%+
Current Mortgage Information
(if home purchase, go to the About
Yourself section)
Month and year your property was acquired:
Month (mm)
Year (yyyy)
Original cost:
$
Current first mortage balance:
$
Rate on first mortgage:
%
Current mortgage is a:
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fixed
adjustable
balloon
not sure/other
Monthly payment on first mortgage:
$
Monthly payment include taxes and insurance?
Please Select from the List Below
Yes
No
Do you have a 2nd mortgage?
(if not, skip to Please Tell Us About
Yourself )
Select One
Yes
No
Balance on 2nd Mortgage:
$
Rate on 2nd Mortgage:
%
Monthly payment on 2nd Mortgage:
$
Please Tell Us About Yourself
Please Tell Us About Your Employment
Self-Employed?
Select One
Yes
No
Length of Employment:
Select One
0-6 Months
7-12 Months
1-2 Years
3+ Years
Gross Monthly Income:
$
Please Tell Us About Your Co-Borrower
(if this does not apply, skip and go to credit
history )
Self-Employed?
Select One
Yes
No
Length of Employment:
Select One
0-6 Months
7-12 Months
1-2 Years
3+ Years
Gross Monthly Income:
$
Credit History
How is your credit rating?
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Excellent
Good
OK
Some Problems
Major Problems
Don't Know
Have you ever declared bankruptcy?
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Never, not in the past 7 years
Less than 12 months
1-2 years
2-5 years
5-7 years
Total revolving credit balance:
(credit cards, department stores, etc)
$
Total revolving monthly payment:
$
Total installment credit balance:
(car payment, student loans, etc)
$
Total installment monthly payment:
$
Comments
How Did You Hear About Us?
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referral
previous customer
referral
friend/family
referral
real estate agent
Home Locator
magazine
website
website banner
ad
other Internet
Pennysaver
newspaper
Reader
Television
radio
yellow pages
mailer
other